Anne Schumann Buck, ChFC, CLU

Soon after graduating from the University of Texas at Austin, Anne Schumann Buck joined her father, Merritt J. Schumann, in the family business in 1990. Although the firm's primary focus was insurance, Anne recognized an opportunity to broaden its offerings by providing clients with comprehensive financial planning and wealth management services. Her vision helped expand the firm's capabilities, enabling it to deliver more holistic financial solutions tailored to clients' long-term goals.

In 1992, Anne earned her Series 63 investment license, followed by her Series 65 and Series 7 licenses, enabling her to become a full-service wealth manager. She also holds the prestigious Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, reflecting her commitment to professional excellence and continuing education.

Anne specializes in retirement planning, estate planning, business planning, and personal wealth management. As a fiduciary, she is committed to acting in her clients' best interests, providing objective guidance and recommendations designed to help them pursue their financial goals with confidence.

For Anne, financial planning is about much more than investments—it's about people. She believes lasting relationships are built on trust, integrity, and genuine care. It is not uncommon for the individuals and families she serves to become more than clients—they become lifelong friends.

Anne is actively involved in both her profession and her community. She is a member of the Financial Services Institute (FSI) and the National Association of Insurance and Financial Advisors (NAIFA). She is also an active member of the New Braunfels Chamber of Commerce, NB Women Go, Texas Exes, and Bible Study Fellowship.

Family, friends, and faith are the foundation of Anne's life. She has been married to her high school sweetheart for many years and is the proud mother of three adult children and grandmother of two. Outside the office, Anne enjoys traveling, entertaining family and friends, reading, exercising, and spending time in God's Word.

Whether helping clients prepare for retirement, navigate life's transitions, or build a lasting financial legacy, Anne is passionate about providing trusted guidance with wisdom, integrity, and a long-term perspective.

State Licenses

Securities: CO, GA, LA, OK, TN, TX, UT, WI

Insurance:  TX